Release date: 27 August 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

• Bulk tagging capabilities
• Importing field enhancements
• Search result improvements and more

Looking for something? Browse by tag to find release notes on a specific feature.

New and improved​

Enhanced bulk processing capabilities​

Bulk actions help you efficiently manage multiple documents or records at once, saving time when working with large volumes of data. We've expanded our bulk processing functionality to give you more flexibility in document management.

Bulk tagging for all records​

You can now add or remove tags from multiple records simultaneously using our new bulk tagging feature.

• Universal availability: Works across all document types and statuses, making it simple to categorise transactions regardless of where they are in your workflow
• No additional permissions required: If you can view the record, you can apply bulk tagging actions
• Flexible tag management: Choose to either add specific tags to selected items or remove existing tags as needed

• Status-independent operation: Unlike other bulk actions, tagging is available on records in read-only status types such as Completed

This enhancement is particularly useful for teams who need to categorise large volumes of transactions.

Importing improvements​

Document importing helps you efficiently upload large volumes of data into Zudello using CSV files and structured formats. We've continued enhancing our importing capabilities with additional field support and ongoing reliability improvements.

Expanded field support​

We've added support for the Interval count field when importing budgets, providing more comprehensive budget management capabilities when bulk importing data.

Ongoing system refinements​

We continue testing and refining the importing system to identify and resolve any remaining issues, ensuring reliable data uploads for all supported formats and field types.

Resolutions​

We're constantly working to refine Zudello functionality and ensure that we address any issues as soon as possible. As part of this release, we've made the following resolutions and improvements:

• We've resolved an issue where item searches returned duplicate results when the same SKU appeared in both the primary and alternative SKU fields
• We've fixed an issue where delegation of authority (DOA) approvals could get stuck in Unable to Process status due to allocation-related automation errors
• We've improved how the system handles approval processes during temporary database connection issues, with additional stability improvements planned for future releases

Have an idea?​

Do you have an idea for a new feature or how we can improve our current features? Let us know at support@zudello.com.

Your ideas and feedback are an important part of our product planning process to make Zudello better for everyone.

Release date: 7 August 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

Looking for something? Browse by tag to find release notes on a specific feature.

New and improved​

Enhanced delegation of authority (DOA) dataset handling​

Delegation of authority (DOA) datasets drive your approval workflows by determining who needs to approve transactions. We've improved how the system handles situations where approval automations don't find any matching dataset rows for a given transaction.

Skip line if no match handling​

We've adjusted the exception handling behaviour for DOAs set to Skip line if no match:

• If the system can find a match for at least one row of the transaction, it's considered successful
• If no applicable rows are found in the dataset, the document moves to Unable to Process status with an explanatory notice

Exception handling for DOAs set to Skip sentence if no match or Fail if no match remains unchanged.

Improved handling of misconfigured dataset rows​

We've also improved our handling of dataset rows with empty limit or user fields:

• Empty dataset rows are automatically ignored instead of causing system errors
• This prevents common configuration mistakes from disrupting your approval workflows

Enhanced document coding capabilities​

Document coding helps you automatically populate transaction fields based on extracted document information, reducing manual data entry and ensuring consistent coding. We've significantly expanded document coding capabilities to give you more automation options.

Document type automation based on keywords​

You can now automatically set document types (forms) based on keywords found in your documents:

• Keyword-based document type assignment
  • Configure rules that automatically assign the correct document type when specific keywords are detected
  • Combine with module and submodule context for more precise automation
  • Opens up new customer-facing automation possibilities you can configure yourself

Custom field support​

Document coding now supports custom fields as both trigger and target fields:

• Custom field triggers
  • Use custom fields as the source field to search for keywords
• Custom field targets
  • Automatically populate custom fields based on detected keywords
• Enhanced workflow integration
  • Works with Document Studio to create custom questions that can be used in coding rules
  • Enables more sophisticated document type assignment beyond a single default document type per supplier
  • Reduces manual data entry during document review

Improved contact matching and enrichment​

Document enrichment helps ensure consistent supplier and customer information across your transactions. We've enhanced the contact matching process to provide more accurate and complete document information.

When the Force overwrite setting is enabled for supplier/customer information, the system now automatically updates document details to match the details on record for the linked supplier or customer:

• Enhanced field overwriting

  • Company name, tax number, email, and phone details are automatically populated from supplier/customer records
  • This helps correct extraction inconsistencies such as slightly incorrect ABN numbers or company names affected by logo interference
  • Only overwrites when supplier/customer records contain information

• Protected fields

  • Company reference and bank account details remain unchanged to preserve document-specific information
  • Ensures critical payment information isn't inadvertently modified

This enhancement ensures your transaction records maintain accurate supplier and customer information, without any additional manual review.

Importing improvements​

Document importing helps you efficiently upload large volumes of data into Zudello using CSV files and other structured formats. We've continued enhancing our importing capabilities with new features and better reliability.

Placed By user support​

You can now import and set the Placed By user field for transactions like purchase orders. This is particularly useful for migrating purchase orders, when you need to maintain accurate procurement owner records.

You can import the Placed by user by creating a column with their email addresses in your import file. During import, Zudello will search for a user with the same email address, and apply it.

Intelligent default application​

The system now automatically applies configured defaults when document types or statuses aren't provided. When you don't specify document types or statuses in your import files, and haven't made bulk selections or mapped these fields, Zudello will automatically apply your configured defaults. This smart handling only applies defaults to new transactions and won't overwrite existing values.

Streamlined bulk status updates​

For CSV-based workflows, we've introduced a quick process for bulk transaction status updates:

1. Create export templates that include only transaction UUIDs
2. After processing transactions in your external accounting system, export the UUID list
3. Upload this file via the Imports tab in Zudello, and select your desired status
4. Map the UUID column in your CSV to the UUID field in Zudello if it is not automatically recognised
5. Zudello will bulk update all the transactions

For more help with importing, see our how-to guide on Importing

Enhanced bulk transaction imports​

We've improved bulk transaction imports with flexible column ordering. You can now mix transaction header and line columns in any order within your import files, rather than being required to group all header columns before line columns. This provides more flexibility in how you structure your import files.

Enhanced validation capabilities​

Data validation helps ensure information is accurate and complete before documents are processed. We've significantly expanded our validation system to provide better data quality controls across more scenarios.

Custom field validation support​

Validation now works with both custom header and custom line fields. You can apply validation rules to all custom field types including text, number, and select fields. These validations work across both document headers and transaction lines, ensuring data completeness for your specific business requirements.

Required if validation enhancements​

We've expanded conditional validation capabilities with Required if conditional logic. You can now mark fields as required only when specific conditions are met.

The system also considers Visible if rules and automatically suppresses required validations when fields aren't visible to users. This provides flexible validation that adapts to your document workflows.

Approval validation enforcement​

Validation errors are now fully enforced during approval processes. When validation errors exist, the system will:

• Block both standard approve and force approve actions
• Prevent approval actions from external sources such as email approval links
• Stop automated approval actions like "Apply previous response" or "Auto approve submitter"

New expense-focused validations​

We've introduced specialised validation options for expense management. These ensure all expenses on a claim have passed their individual validations, verify that card spend expenses are properly reconciled to payments, and confirm all expenses on a claim have consistent employee and expense type information.

Enhanced email validation​

Email validation has been refined for better usability. The system now only validates fields that actually contain values, so empty email fields aren't flagged as invalid. You can combine email validation with "Required" validations if you need both valid and mandatory email addresses.

Email validation now also works on non-transaction resources such as supplier email fields.

For more information on using and understading validations, see our guide on Document validations

Have an idea?​

Do you have an idea for a new feature or how we can improve our current features? Let us know at support@zudello.com.

Your ideas and feedback are an important part of our product planning process to make Zudello better for everyone.

Release date: 16 July 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

Looking for something? Browse by tag to find release notes on a specific feature.

New and improved​

Enhanced document status controls​

Document status management helps control what actions are available based on where documents are in your workflow. We've improved status controls to prevent inappropriate actions on documents that have been completed or closed.

We've removed the following actions from documents in Rejected, Deleted, or Closed type statuses:

• Create a goods receipt
• Change team
• Archive
• Mark as complete without processing

These actions will no longer be available for the following statuses:

• Rejected Type
  • Rejected
  • Duplicate
• Deleted Type
  • Deleted
• Closed Type
  • Closed
  • Archived

This enhancement ensures that completed or rejected documents maintain their final status and prevents accidental processing of documents that have already been finalised.

Importing improvements​

Document importing helps you efficiently upload large volumes of data into Zudello using CSV files and other structured formats. We've continued enhancing our importing capabilities to make the process more reliable and flexible.

SKU-based item updating​

You can now update item records using SKU as the primary identifier when importing. The importing tool will:

• Update existing items when it finds a matching SKU
• Create new items when no matching SKU is found
• Fail the import if multiple items share the same SKU (to maintain data integrity)

If your team intentinally uses duplicate SKUs, you'll need to use the UUID or External ID field for updating records.

Intelligent field mapping​

We've added automatic field mapping suggestions based on your upload file column names:

• Exact matches: "supplier_code" or "Supplier Code" maps to the supplier_code field
• Close matches: "lines_sku" or "Lines Sku" maps to the lines_sku field
• The system performs basic matching but won't make assumptions for partial matches

Other changes​

• Import tracking: The system now displays which user created each import for better audit tracking
• UTF-8 encoding: CSV files must be saved in UTF-8 format (Windows-1252 encoding is no longer supported)

Approval and notification improvements​

Approval workflows ensure documents are reviewed and approved by the right people at the right time. We've enhanced our approval system with new bulk reminder capabilities and improved notification content.

Bulk approval reminders​

Users with the appropriate permissions can now send reminder notifications to multiple approvers simultaneously:

Users can navigate to the relevant submodule and select the approvals they want to send reminders for. They can then click the Send Reminder button, and use the bulk actions modal to send reminders.

Reminders can run in the background, allowing users to close the bulk actions modal and continue with other tasks. For more information see Approval reminders.

Enhanced approval notifications​

We've improved the information displayed in approval notification emails:

The following dimension information is now included for relevant documents:

• Project task
• Unit of measure
• Payment method
• Mileage rate
• Expense category
• Currency

We have also made the following formatting improvements for better readbility:

• Dimensions are sorted alphabetically
• Large amounts now display with thousand separators

Enhanced email processing​

Email processing helps automatically capture and process documents sent to your Zudello inboxes. We've made it easier to identify email sources and destinations for automation and document coding purposes.

When documents are received via email, Zudello now automatically sets the following new fields on the transaction:

• From address (Sender): The email address that sent the document
• Original recipient (Inbox): The Zudello inbox email address that received the document

These new fields open up a number of automation possibilities, including:

• Automatically coding documents to specific dimensions based on sender or inbox
• Assigning documents to specific users based on which inbox received them
• Setting up conditional workflows based on email source

Quick Actions improvements​

Quick Actions help you perform common tasks efficiently across different areas of Zudello. We've added more control over where Quick Actions appear within your system.

You can now control which modules and submodules display specific Quick Actions by adding context settings (similar to automation actions or field manager settings):

• No context: Quick Action appears everywhere (existing behaviour)
• With context: Quick Action only appears in specified module/submodule combinations

This enhancement allows you to create more targeted Quick Actions that appear only where they're most relevant.

Automation improvements​

Automation helps streamline your document processing by automatically applying business rules and workflows. We've enhanced error handling to make issues more visible and easier to resolve.

Improved error processing​

When automations encounter errors, the system now provides better visibility and handling:

• Enhanced error detection:

  • Errors that occur during database operations (not just action failures) now properly update document status
  • Documents with automation errors are moved to "Unable to Process" status
  • Error messages are displayed in the header banner for immediate visibility

• Resolved error scenarios:

  • Fixed issues with consolidate actions when lines are linked to allocations and budgets
  • Resolved problems with incorrect payload construction
  • Improved handling when values like suppliers are unintentionally cleared

• Better logging:

  • Expanded logging capabilities for easier troubleshooting and investigation
  • Improved traceability for automation-related issues

Enhanced duplicate document handling​

Duplicate document detection helps prevent processing the same document multiple times and avoids potential double payments. We've improved how the system handles duplicates to provide more flexibility in document management.

Smart duplicate checking​

The system uses SHA (Secure Hash Algorithm) codes to create unique fingerprints for each file. Previously, when a potential duplicate was detected, the system would block all duplicate uploads, requiring permanent deletion of the existing document.

The system now checks the duplicate transaction's status:

• If the existing document status is Deleted, the new upload is accepted
• This allows you to replace deleted documents while maintaining duplicate protection for active documents

For more information about managing duplicates, see our guide on Duplicate documents in Zudello.

Statement improvements​

During statement reconciliation, the auto-matching feature now ignores transactions in Deleted status, ensuring only active invoices and credit notes are considered for matching.

Resolutions​

We're constantly working to refine Zudello functionality and ensure that we address any issues as soon as possible. As part of this release, we've made the following resolutions and improvements:

• Resolved an issue where staff user names weren't always properly anonymised in budget submissions and resource comments
• Re-enabled the ability to use the @ symbol when adding users via the chat modal, with improved user selection using Enter or Tab keys
• Fixed an issue where the Dimension Summary section remained editable on read-only approval documents
• Resolved a permission error with the Place Order action when users lacked purchase order update permissions
• Fixed an issue where Payment Method was incorrectly prefilled into transaction lines instead of headers when configured as a supplier default
• Improved handling of Excel files that cannot be converted to PDF, preventing ingestion crashes
• Enhanced error handling to properly mark unprocessable documents as UNSUPPORTED or prevent transaction creation for problematic email uploads

Have an idea?​

Do you have an idea for a new feature or how we can improve our current features? Let us know at support@zudello.com.

Your ideas and feedback are an important part of our product planning process to make Zudello better for everyone.

Release date: 2 July 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

Looking for something? Browse by tag to find release notes on a specific feature.

New and improved​

Enhanced item alternatives management​

Item alternatives let Zudello automatically recognise different codes that suppliers and customers use for the same products, reducing manual data entry and improving processing accuracy. We've made significant improvements to how the system searches for and manages existing item alternatives.

We've enhanced the search functionality when assessing potential new item alternatives, particularly when an item has existing alternatives linked to other suppliers or customers. This improvement ensures more accurate matching and reduces duplicate alternative creation, making your item management more efficient and reliable.

Importing improvements​

Document importing helps you efficiently upload large volumes of data into Zudello using CSV files and other formats. We've continued enhancing our importing capabilities with several key improvements to make the process more reliable and user-friendly.

Enhanced importing reliability​

We've upgraded our importing tool to use new backend technology, resolving several issues with the previous system:

• Improved document type handling: The system now correctly sets document types during import, eliminating previous inconsistencies
• Better error handling: Resolved issues where imports would stall without providing error messages to users
• Enhanced UUID validation: Improved handling of invalid UUID entries during import

Code-based resource updates​

Previously, to update records you needed to provide the UUID or external ID of each record. We've now added the ability to import and update resources using the code field for matching, making it easier for end users to manage existing data via imports.

Enhanced filtering capabilities​

Filtering helps you quickly locate specific transactions and documents within your system. We've expanded filtering options and improved the user experience for finding the information you need.

Improved quick filters and better display​

Quick filters are always visible when you open the filtering tab, and allow you to quickly drill down to the documents you need.

We've also improved the display of very long filter names, particularly for approval-related filters.

New allocation filters​

We've added allocation-related fields to the filtering options, making it easier to track transaction matching status:

• Allocation statuses: Filter by current allocation status
• Variance amounts and percentages: Find transactions with specific variance levels
• Remaining amounts and percentages: Identify partially allocated transactions
• Discrepancy amounts and percentages: Locate transactions with matching discrepancies

Enhanced approval filters​

We've expanded approval filtering capabilities to help you manage workflow status more effectively:

• Filter by specific milestone names or statuses
• Filter by step names or statuses
• Filter by associated approvers
• Filter by approval responses or reasons

Available approval statuses and responses:

• PENDING (response and status)
• ESCALATED (response and status)
• DELEGATED (response only)
• FORCED (response only)
• CHANGED (response only)
• APPROVED (response and status)
• REJECTED (response and status)

Approval and notification improvements​

Approval workflows ensure documents are reviewed and approved by the right people at the right time. We've made several enhancements to improve the approval experience and ensure proper workflow management.

Automatic approval cleanup​

We've improved how the system handles archived or completed documents with open approvals:

• Automatic clearing
  • When documents change from "Approve" status to any other status type (such as Archive or Mark as Completed), the system automatically clears any open approvals
• Improved reporting accuracy
  • This ensures approval reporting correctly reflects actual outstanding approval actions
• Reduced unnecessary notifications
  • Prevents escalation and reminder notifications for archived or completed documents

Open approvals are defined as active and future milestones, including all their steps and responses. Previously approved or rejected milestones are preserved for historical tracking.

Enhanced approval notifications​

We've improved the approval notification system:

• New approver notifications
  • When you manually change an approver, the system automatically sends approval required notifications to the newly assigned approver
• Expanded reminder options
  • Manual reminders are now available for escalated approval steps
• Improved claim notifications
  • Enhanced handling of claim notifications to avoid showing "unavailable" or "unknown" placeholders when key information is missing

Document coding improvements​

Document coding helps you automatically populate transaction fields based on extracted document information, reducing manual data entry and ensuring consistent coding. We've enhanced the document coding configuration to prevent invalid setups and provide clearer error messaging.

Improved field selection​

We've refined which fields can be used in document coding rules:

• Source fields
  • Limited to only text fields that can be populated by the extraction pipeline
• Target fields
  • Filtered to show only writable fields, excluding system-controlled fields like:
    • User and system date fields (e.g. Created at, Created by)
    • System-controlled fields (e.g. Budget status, Allocation status)
    • Sub-resources that can't be directly updated

Enhanced error messaging​

We've reformatted error messages for invalid document coding rules to make them easier to read and understand, helping you resolve configuration issues more quickly.

Price Books improvements (limited customers only)​

Price management helps you maintain accurate pricing across different suppliers, customers, and business dimensions. We've continued enhancing our Price Books feature with new capabilities for managing complex pricing scenarios.

Dimension-specific pricing management​

Building on our basic implementation, we've added advanced pricing capabilities:

• Accept pricing workflow
  • Ability to accept pricing when managing dimension-specific pricing (such as Subsidiary or Project pricing) without overwriting existing prices
• Bulk import and export
  • Full support for importing and exporting item pricing records via the user interface

Price Books are currently only available for a selected number of teams and require additional implementation. Reach out to support@zudello.com to discuss enabling this feature for your team.

Reporting enhancements (limited customers only)​

Business intelligence and reporting help you gain insights into your document processing workflows and business performance. We've made improvements to enhance the reporting experience and provide better navigation capabilities.

Enhanced report exports​

We've improved how the system handles URLs and links when exporting reports:

• Better CSV and Excel exports
  • Enhanced handling of document URLs and links in exported data
• Approval dashboard improvements
  • Added document URLs and links to the approval dashboard, allowing users to easily navigate directly to transactions requiring attention (such as pending approvals)

Reporting is currently only available for selected teams. Reach out to support@zudello.com to discuss enabling this feature for your team.

Card Reconciliation improvements (limited customers only)​

Card reconciliation helps you match credit card transactions with expense records for accurate financial reporting and expense management. We have launched this new feature with selected customers and have made several enhancements based on initial feedback.

Enhanced expense management​

• Payment method visibility
  • Added the Payment method field as a column to the payments submodule table view for better transaction tracking
• Improved filtering
  • Added an additional filter to the card reconciliation screen specifically for Card Spend expenses

Smart default filters​

We've implemented intelligent default filters that users can modify as needed:

• Payment method matching:

  • Filters expenses by the selected Payment Method for reconciliation
  • Includes expenses without a Payment Method set
  • Can be disabled to show expenses regardless of payment method

• Card spend filtering:

  • Filters expenses by Expense Type = Card Spend
  • Can be disabled to show all expenses regardless of type
  • Both filters can be removed by clicking the 'x' if not needed

Card reconciliation is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling Document Studio for your team.

Document Studio improvements​

Document Studio empowers you to customise how Zudello extracts data from your documents, ensuring maximum accuracy for your specific document types and formats. We've added new extraction capabilities to capture more information from your documents.

Enhanced extraction capabilities​

We've expanded Document Studio's ability to extract information from transaction documents:

• Transaction Line Notes support
  • Document Studio now supports extracting notes from individual transaction lines

Document Studio is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling Document Studio for your team.

Resolutions​

We're constantly working to refine Zudello functionality and ensure that we address any issues as soon as possible. As part of this release, we've made the following resolutions and improvements:

• We resolved an issue where logos with identical names would overwrite each other across different teams, ensuring each team's branding remains distinct.

Have an idea?​

Do you have an idea for a new feature or how we can improve our current features? Let us know at support@zudello.com.

Your ideas and feedback are an important part of our product planning process to make Zudello better for everyone.

Release date: 25 June 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

Looking for something? Browse by tag to find release notes on a specific feature.

New and improved​

New item management features​

Item management helps you maintain your product catalogue and ensure accurate coding across all transactions. We've launched two new item management features to let how you create and manage items directly from the document viewer.

Create new item flow​

You can now create new items directly while processing documents. When this setting is enabled, you'll see a + icon when searching for items in your catalogue.

Clicking the + icon will:

• Open a new item modal
• Prefill key information from the transaction line, including SKU, description, and pricing
• You can then add additional relevant information before saving the new item

This eliminates the need to leave the document viewer and navigate to the Items submodule to create missing items. Reach out to support@zudello.com to discuss enabling this feature for your team.

Create item alternatives flow​

When suppliers or customers use different codes than your internal product codes, Zudello's Item alternatives automatically recognises these alternative codes and match them to the corresponding items.

To make onoing item management easier, Zudello now allows you to add new Item Alternatives straight from the document viewer. If you manually link an item to a transation line:

• Zudello checks if the extracted code matches any existing item alternatives
• If no match is found, you'll see a warning with the option to create new item alternatives
• You can save all suggested alternatives or deselect unwanted options
• The system automatically populates supplier or customer fields for the new alternatives

Enhanced Extraction Process​

To support item alternative creation, we've improved our extraction process:

• The system now captures both the original extracted code and the matched item code
• When items are linked to transaction lines, the line code is automatically updated to match the linked item
• The extracted item code is still saved against the document, to ensure all originally extraced data remains available, even after alternatives are applied

Price Books (Limited customers only)​

Price management helps you maintain accurate pricing for validation and automation across different suppliers, customers, and business dimensions. We're excited to announce the limited release of our new Price Books feature.

Price Books make it simpler for you to:

• Manage specific pricing arrangements: Configure and manage fixed item pricing for specific suppliers, customers, locations, or projects
• Automate pricing application: Automatically apply the correct pricing when creating requisitions or purchase orders
• Validate invoice pricing: Compare received invoice prices against your negotiated rates to ensure accurate billing
• Support complex pricing scenarios: Handle multiple pricing dimensions and hierarchies

Key capabilities​

• Flexible pricing dimensions: Configure pricing by supplier, customer, subsidiary, project, or combinations thereof
• Automatic price prefilling: Populate correct pricing when creating new transactions
• Price validation: Compare invoice prices against configured rates with customisable tolerance levels
• Comprehensive search and filtering: Easily find and manage pricing across large catalogues

Price validation enhancements​

We've upgraded our price comparison capabilities with a new validation system that checks prices in order of priority:

1. Price Book pricing (most specific and relevant)
2. Supplier/Customer specific pricing (legacy feature, to be deprecated)
3. Line pricing (customer-specific retail pricing)
4. Item pricing (standard purchase or sell prices)

The system displays clear indicators showing whether prices match, are higher, or lower than expected, with detailed context available on hover.

Price Books are currently only available for a selected number of teams and require additional implementation. Reach out to support@zudello.com to discuss enabling this feature for your team.

Importing improvements​

Document importing helps you efficiently upload large volumes of data into Zudello. We've significantly upgraded our importing infrastructure to provide better reliability and expanded functionality.

Enhanced importing engine​

• Improved reliability: Resolved issues where imports would stall without error messages
• Better document type handling: Fixed problems with document type assignment during import
• Enhanced error reporting: More detailed feedback when imports encounter issues

Expanded date format support​

You can now import data using additional date formats:

• YYYY-MM-DD
• YYYY/MM/DD

Flexible resource updating​

• Code-based matching: Update existing resources by matching the code field, eliminating the need to provide UUIDs or external IDs
• Improved data integrity: The system prevents duplicate matches by failing imports when multiple records share the same code

We're continuing to test and refine the importing system to identify and resolve any remaining issues in upcoming releases.

Enhanced virus scanning​

Document security is essential for protecting your business data. We've improved our virus scanning capabilities to provide better protection against corrupted and malicious files.

The enhanced virus scanning now:

• Rejects unsafe files: Automatically blocks corrupted and malicious files during manual upload
• Provides clear feedback: Shows error warnings when files are rejected
• Protects all upload methods: Covers manual uploads, email attachments, and API submissions

This improvement helps maintain the security and integrity of your document processing workflows.

Reporting (Limited customers only)​

Business intelligence and reporting help you gain insights into your document processing workflows and identify opportunities for improvement. We're excited to announce the alpha release of our new Reporting suite.

Key features​

• Comprehensive dashboards: Access pre-built reporting dashboards covering key business areas
• Flexible filtering: Filter reports by date ranges, users, submodules, and other dimensions
• Export capabilities: Download individual charts and reports to Excel or CSV formats
• Real-time insights: Refresh dashboards on demand to see the latest data

Available dashboards​

Approval Dashboard

• Track pending approvals by user and submodule
• Monitor escalations, forced approvals, and rejections over time
• Analyse approval response times and identify bottlenecks
• Review detailed approval histories with searchable data

Accrual Dashboard

• Monitor business expenses recorded before payment
• Track documents yet to be fully processed through to your ERP
• View accruals at both header and line level
• Filter by supplier, location, account codes, and other dimensions

Administrative access​

• Super user access: Unrestricted access to reports across all teams
• Configurable permissions: Teams can be opted in using REPORTING#VISIBLE and REPORTING#VIEW permissions
• Admin-focused: Designed for administrative users with elevated access requirements

Reporting is currently only available for selected teams. Data permissions are not enforced in reporting, so this should be considered an admin-level feature. Reach out to support@zudello.com to discuss enabling this feature for your team.

Document Studio improvements​

Document Studio empowers you to customise how Zudello extracts data from your documents. We've resolved several issues to improve the accuracy and reliability of document extraction:

• Fixed reference field population: Resolved an issue where reference fields weren't being populated correctly during extraction
• Enhanced extraction reliability: Improved overall extraction accuracy and consistency

Document Studio is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling Document Studio for your team.

Backend validation enhancements​

Data validation helps ensure information is accurate and complete before documents are processed. We've added new validation capabilities to help maintain data quality:

• Unit of measure validation: Added validation to flag items with unit of measure conversions but no base unit of measure configured
• Payment reconciliation fixes: Resolved validation errors that could occur during payment reconciliation processes

Backend validation is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling this feature for your team.

Budget management improvements​

Budget management helps you control spending and ensure costs stay within defined limits. We've introduced new configuration options to provide more flexibility in how budget information is displayed and managed.

Enhanced budget visibility controls​

We've added the following budget visibility controls:

Restrict budget impact visibility

• Budget owner restrictions: Limit budget impact information to budget owners and budget line owners only
• Configurable access: Choose whether all users or only budget owners can see budget details
• Comprehensive coverage: Restrictions apply to banners, sidebar modals, exception columns, and email notifications

Streamlined budget exception handling

• Optional exception reasons: Configure whether users must provide reasons when submitting over-budget transactions
• Flexible workflows: Allow users to submit without disruption when exception reasons aren't required
• Maintained validation: Budget exceptions still require individual document review and cannot be bulk submitted

These enhancements provide more granular control over budget information access while maintaining necessary financial controls.

Enhanced data permissions​

Data permissions help control which users can access specific documents and information within your system. We've made several improvements to provide more intuitive access management:

• Simplified message thread permissions: Removed unsupported Related options from message thread permissions
• Improved expense access: Resolved an issue where claim approvers couldn't access linked expenses when using Own data permissions
• Automatic related access: Users who can access claims now automatically gain access to related expenses, and vice versa

Resolutions​

We're constantly working to refine Zudello functionality and ensure that we address any issues as soon as possible. As part of this release, we've made the following resolutions and improvements:

• Dataset management: Added dataset type and version labels to the dataset list view for easier identification
• Module organisation: Removed unnecessary All submodules from modules where they weren't needed
• Email handling: Improved email display in related resources and resolved issues where emails showed as "unknown" related resources
• Email visibility: Emails are now hidden from the related resources section but remain accessible via the inbox icon
• Workflow improvements: Resolved an issue where update events weren't raised after the place order action

Have an idea?​

Do you have an idea for a new feature or how we can improve our current features? Let us know at support@zudello.com.

Your ideas and feedback are an important part of our product planning process to make Zudello better for everyone.

Release date: 8 January 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

Looking for something? Browse by tag to find release notes on a specific feature.

New and improved

Approvals​

Start from submitter for user group DOAs​

We’ve expanded the functionality for delegation of authority (DOA) approvals by introducing the ability to start approvals from the submitter. This gives you greater flexibility, allowing approvals to be triggered based on the user who submits the transaction.

Previously, only the Start from bottom option worked for user group DOAs. We now support the Start from submitter logic, which checks if the submitter is a member of any applicable groups in the DOA and begins the approval process from there. If the submitter is not part of any group, the system will revert to the Start from bottom behaviour to avoid errors.

This change ensures that the approval process is more dynamic, and avoids submitters having to reapprove documents that they submitted.

Exclude submitter logic for user group DOAs​

We’ve introduced improvements to prevent approvals from getting stuck when the submitter is not able to approve their own documents.

The system will now ensure that no approval steps are created where the only approver is the submitter. If the submitter is part of a group with only one member, the approval process will skip this milestone and move to the next applicable step.

Multi-select user groups for DOA approvals​

You can now select multiple user groups as the approvers for a single approval step, providing more flexibility in how the approval process is configured.

Transaction header and related models in DOA approvals​

We’ve expanded DOA support to include transaction header and related dimensions, giving you more flexibility when setting up and managing approvals.

Previously, DOAs could only be configured with transaction line dimensions. Now, you can configure DOAs using header dimensions (such as supplier or customers) and related dimensions (such as account group).

This provides further flexibility in the approval process, to ensure your documents are approved by the right person every time.

Importing​

Zudello's importing feature let's you efficiently create new records or update existing ones in bulk, giving you more control over your team's data.

We have now added the ability to import inventory receipts, making it easier to process large volumes of inventory transactions.

We have removed the ability to import mileage expenses. Mileage expenses need to be entered via the expenses module, to ensure that all necessary information is captured.

Resolutions

• We’ve resolved an issue where dependencies weren’t automatically deleted when related values were deleted. Now, deleting a record will properly remove any related dependency on other records.
• An issue that prevented users from duplicating a Sales Order into a Purchase Order has been fixed.
• We’ve fixed an error where some table views would fail to load, improving overall stability and performance.
• An issue with audit logs displaying dimension UUIDs instead of names has been resolved, making logs easier to read.
• We’ve continued our work on improving system performance, including converting more endpoints from asynchronous to synchronous processing.

Have some ideas?

Do you have an idea for a new feature or how we can improve our current features? Please let us know at support@zudello.com.

Your ideas and feedback are an important part of our product planning process to make Zudello better for everyone.

Release date: 31 October 2024
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

Looking for something? Browse by tag to find release notes on a specific feature.

New and improved

Bulk transaction importing​

Zudello's importing feature now supports bulk transactions, allowing you to import multiple transactions at once. For more information on this feature, see Importing Records.

Creating goods receipts​

We've added functionality to simplify the goods receipting process. You can now create a goods receipt directly from a PO, and choose the quantity or amount to receive. You can also receive all remaining quantity or amount on a purchase order by clicking Receive all remaining.

For more information see Creating Goods Receipts.

Price comparison alerts​

In addition to comparing invoice unit prices against purchase order pricing, we've introduced the option to compare transaction unit prices to the purchase price or sell price of linked items.

When this feature is enabled, we'll compare the unit price (exclusive) of the transaction line to the purchase price (purchasing module) or sell price (sales module) of the linked item where one exists. An icon will appear next to the unit price column to indicate whether the price matches. You can hover over the icon for more details on the comparison.

Zudello uses the tax exclusive unit price for the comparison, regardless of whether the unit price on the invoice is tax inclusive or exclusive.

The comparison is calculated in the background once you save a transaction. Consequently, comparisons may not display until after you've saved the transaction.

Comparisons are displayed as warnings only and can't be used to prevent a transaction from being submitted.

Please contact support@zudello.com to discuss enabling this feature for your team.

Expense/claim handling improvements​

We've improved several processes to reduce expense/claim discrepancies and improve transparency.

Prevent deletion of linked records​

We now prevent deletion of certain records, even for users with delete permission. The following records can no longer be deleted:

• Expenses that have been linked to a claim
  • You need to reopen the claim, unlink the expense, and then delete the expense
• Expenses that have been linked to a payment
  • You need to reopen both the expense and the payment into User Review status, and unlink them via the reconciliation screen
• Payments that have been linked to an expense
  • You need to reopen both the expense and the payment into User Review Status, and unlink them via the reconciliation screen

Restrict users reopening completed expense transactions​

We've introduced a new user permission called Revert completed. Only users with this permission enabled can revert or reopen transactions in a complete-type status (e.g. Completed).

By default, this permission is disabled for all user groups.

Improve audit logs​

When a claim is submitted, the associated expenses are set to Closed status. We now show an audit log entry against the expense when this status change occurs.

Calculate claim totals​

When expenses are added, edited, or removed from claims, we recalculate and refresh the claim lines automatically. Previously, we relied on front end calculations to update the claim totals. We've now introduced backend processes that calculate the claim total, tax, and subtotal. This ensure that the claim totals are always kept up-to-date and correct.

Resolutions

Performance improvements for approving, rejecting, and force approving​

We've made several performance improvements to approval-related actions. You may notice increased speed when approving, rejecting, and force approving documents.

Exporting original files​

We've resolved an issue where files weren't bulk downloading correctly when multiple resources shared the same file name. We now append the transaction UUID to the file name when downloading in bulk to ensure that each file name is unique and downloaded correctly.

Allocation messaging​

To avoid any confusion around the newly introduced item price comparison, we've improved the hover messaging for price comparisons when allocating transactions. We now include the submodule name in the hover message to provide additional clarity to the comparison.

E.g. Purchase order price comparison displayed on an invoice

E.g. Receipt price compaison displayed on an invoice

Automation error​

An automation error was occasionally displayed in the automation log for some resources. The error was not caused by or the cause of an automation failure; it was simply a cosmetic error that was displayed. We've now identified and resolved the root cause of the issue.

Have some ideas?

Do you have an idea for a new feature or how we can improve our current features? Please let us know at support@zudello.com.

Your ideas and feedback are an important part of our product planning process to make Zudello better for everyone.

Release date: 10 October 2024
Version: v3

Here's the latest summary of what’s new and improved in Zudello, as well as what was resolved in the latest release.

Looking for something? Browse by tag to find release notes on a specific feature.

New and improved

Supplier, customer and employee default document types​

Code documents faster than ever, by configuring the default document type that applies when you link specific suppliers, customers, or employees to a transaction.

You can configure default document types for different submodules. For example, you might receive inventory invoices from some suppliers and service invoices from others, but treat all suppliers' credit notes the same.

We extract default document types as part of the extraction process. Importantly, we won't apply default document types when you manually match suppliers, customers, or employees to a transaction, or when an automation sets them after the extraction process has already finished.

See Item Default Coding or Supplier Default Coding for more.

Allocations - any line to any line matching​

Zudello's two-way and three-way matching plays an integral role in ensuring compliance and accuracy across the procurement lifecycle. 

Previously, when allocating documents (e.g. matching an invoice to a purchase order), our intelligent engine would match the lines of each document based on either stock code or description. This works well for inventory and stock-based documents, but meant that service or non-stock documents had to be manually allocated line-by-line. 

We have now expanded our engine to allow allocation on an any line to any line basis, allowing you to easily allocate any two transactions, even where the number of lines do not match.

When this option is enabled and a transaction is allocated (e.g. an invoice is allocated to a purchase order), lines will be allocated from top-to-bottom, until either all lines are matched or the matched transaction (in this case the purchase order) is fully consumed. 

Please contact Zudello Support to discuss enabling this feature for your team.

Approvals - DOA based on document total​

To increase the security and flexibility of approval flows, you now have the option to base each DOA approval decision on either of the following comparisons:

• The sum of applicable transaction lines vs the user user group's limit
  OR
• The document total vs the user user group's limit

Please contact Zudello Support to discuss enabling this feature for your team.

Importing - Item Alternatives​

Zudello's Item Alternatives feature removes the frustration of updating item codes, line-by-line, when your supplier uses different stock codes than you do. Instead of manually updating item codes, you can train Zudello to automatically swap out your suppliers stock codes for your corresponding item codes. 

Previously, Item Alternatives were updated one-by-one via the item card.

We have now enabled bulk importing of Item alternatives. When uploading item alternative imports users need to select:

• Module: Inventory
• Submodule: Catalogue
• Item Alternative

The following fields are currently available when creating Item Alternatives (* denotes a mandatory field):

• Item*

  • The Catalogue Item you want to lookup and link to the Transaction Line (i.e. your item code)

  • Can be imported using:

    • UUID
    • External ID
    • SKU

    

• Supplier / Customer

  • The Supplier / Customer the Item Alternative relates to. This allows you to link the same Catalogue Item if Suppliers / Customer refer to them by different codes. Can be left blank if the rule is generic i.e. the SKU is 'FREIGHT'

  • Can be imported using:

    • UUID
    • External ID
    • Code

    

• SKU*

  • The extracted code that you want to lookup and convert into the Linked Item (i.e. the supplier's/customer's item code)

Please reach out to your Organisation Administrator to discuss importing Item Alternatives for your team. 

Have some ideas?

Do you have an idea for a new feature or how we can improve our current features? Please let us know at support@zudello.com.

Your ideas and feedback are an important part of our product planning process to make Zudello better for everyone.